Why Choose Us:

  • Industry Expertise: Experience with diverse project-based businesses (construction, marketing, consulting).
  • Personalized Service: Tailored solutions and hands-on support.
  • Technology-Driven: Latest software for accurate, up-to-date financial data.
  • Client-Centric Approach: Trustworthy, reliable, and professional service.

Tier 1. Bank Reconciliation and Financial Management Packages

Bank Reconciliation:

    • Manage 1 or 2 connected bank accounts
    • Ensure accurate matching of expenses with vendors and bills for maximum tax benefit
    • Match income with customers and invoices to ensure proper income recording
  • Monthly Reporting:

    • Profit and Loss statements
    • Balance Sheet statements
    • Maintain peace of mind knowing your books are on track
  • Year-End Reporting:

    • Collaborate with your accountant for smooth year-end tax filing
    • Comprehensive year-end financial reports

Packages Start At $500 Monthly

 

 
 
 

Tier 2. Intermediate Financial Management Packages

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    Includes All of the Above, Plus:

    • Manage up to 3 connected bank accounts and 2 credit cards
    • Work with connected POS sale apps or 3rd party reporting
    • Class recording for more detailed reports
    • Assistance in generating a budget
    • Reporting to include accounts payable, accounts receivable, and budget vs actual

    Packages Start At $1500 Monthly

Tier 3. Advanced Bookkeeping for Job based companies

              Core Competencies:
    • Specialized Bookkeeping:

      • Project cost, revenue, and profitability tracking
      • Expense allocation and resource management
      • Custom project financial reports
    • QuickBooks Online (QBO) Proficiency:

      • Expert QBO setup and management
      • Real-time financial data and insights
      • Training and support
    • Budgeting:

      • Project-specific budgeting and forecasting
      • Financial planning for sustainability and growth
    • Cash Flow Management:

      • Project-specific cash flow monitoring and reporting
      • Cash flow optimization strategies
      • Working capital maintenance
    • Compliance and Audit Readiness:

      • Adherence to regulatory requirements
      • Audit preparation and support
      • Transparent and accurate financial records

    Service Offerings:

    • Monthly Bookkeeping & Reconciliation
    • Project-Based Financial Reporting
    • Payroll Processing & Management
    • Accounts Receivable & Payable Management
    • Financial Consulting & Advisory
  •  Packages start at $3500 monthly

Payroll Services

  • We offer a simple payroll package for $350 per month.
  • This includes biweekly payroll for Vermont Employees
  • Paystubs emailed available online for employees
  • Direct deposit for your employees
  • Monthly and quarterly and yearly state and federal tax filings and payments.
  • Includes up to 8 employees
  • Accrual of sick time and vacation time optional.
  • Health care deductions optional
  • The 1099 year-end services $500 annually.
  • Preparation of 1099 for up to 10 independent contractors. 1096 filing with the IRS.